Perpetual care endowment · NC-regulated

$4,212,000 principal · funded 1.04× of annual maintenance

State law requires 10.0% of every plot sale to deposit into this endowment. The principal earns interest and funds grounds maintenance forever.

Compliant · funded ratio 1.04× target ≥ 1.00×

Last NC filing 2025 · principal grew $14,000 YTD (0.3%).

Endowment principal

$4,212,000

state-regulated

Interest earned YTD

$38,400

quarterly accrual

Disbursed YTD

$24,400

grounds maintenance

Plot-sale deposits YTD

$41,280

10.0% of plot sales

Endowment principal · trailing 12 months

Each bar represents end-of-month principal. Hover values show monthly inflows + outflows.

4.09M

May

4.10M

Jun

4.12M

Jul

4.13M

Aug

4.14M

Sep

4.15M

Oct

4.17M

Nov

4.18M

Dec

4.19M

Jan

4.20M

Feb

4.20M

Mar

4.21M

Apr

Inflows · YTD

Plot-sale state-required deposits$41,280

Interest earned (quarterly)$38,400

Total inflows$79,680

Outflows · YTD

Grounds maintenance disbursements-$24,400

Investment management fees-$1,240

Total outflows-$25,640

Net growth YTD

+$14,000

Endowment will continue funding grounds maintenance for 43+ years at current rate.